See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,112 | $41,377+81.5% | $109,313-31.3% | $62,891+19.4% |
| Participation rate | 72.9% | 57.5%+15.3pp | 71.3%+1.6pp | 69.3%+3.6pp |
| Annual return | 7.67% | 11.05%-3.4pp | 22.07%-14.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $575 | $1,276-54.9% | $3,892-85.2% | $2,281-74.8% |
| Participant deferral / active EE | $1,596 | $2,045-22.0% | $3,166-49.6% | $3,203-50.2% |
| Admin fee / account holder | $2,028 | $2,884-29.7% | $5,666-64.2% | $4,296-52.8% |